AWM
MTD icon

Avior Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Avior Wealth Management’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$26.9K – 1740
2024
Q4 		$26.9K Buy
22
+2
+10% +$2.61K ﹤0.01% 1345
2024
Q3 		$30K Hold
20
– – ﹤0.01% 1285
2024
Q2 		$28K Sell
20
-85
-81% -$116K ﹤0.01% 1274
2024
Q1 		$140K Buy
+105
New +$129K 0.01% 823
2023
Q3 		– Sell
-2
Closed -$2.62K – 1648
2023
Q2 		$2.62K Hold
2
– – ﹤0.01% 1327
2023
Q1 		$3.06K Buy
+2
New +$3K ﹤0.01% 1336
2020
Q4 		– Sell
-365
Closed -$351K – 1050
2020
Q3 		$351K Sell
365
-55
-13% -$51K 0.05% 310
2020
Q2 		$337K Buy
420
+51
+14% +$37.9K 0.05% 316
2020
Q1 		$254K Sell
369
-95
-20% -$70.9K 0.05% 300
2019
Q4 		$368K Buy
464
+77
+20% +$55.6K 0.06% 278
2019
Q3 		$272K Sell
387
-50
-11% -$36.7K 0.05% 317
2019
Q2 		$367K Sell
437
-71
-14% -$53.5K 0.07% 257
2019
Q1 		$367K Buy
508
+63
+14% +$41K 0.08% 245
2018
Q4 		$251K Buy
445
+7
+2% +$4.07K 0.06% 267
2018
Q3 		$267K Buy
438
+60
+16% +$35.3K 0.06% 286
2018
Q2 		$219K Buy
378
+222
+142% +$127K 0.05% 311
2018
Q1 		$90K Sell
156
-139
-47% -$87.4K 0.02% 448
2017
Q4 		$183K Buy
+295
New +$189K 0.04% 355

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Avior Wealth Management's MTD Position: Q1 2025 in Review

Avior Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2025, closing a stake of 22 shares — an estimated $26.9K sold.

Avior Wealth Management first reported a position in MTD in Q4 2017 and held it in 18 quarters. The position peaked at $368K in Q4 2019. 812 funds tracked by Wall St. Rank hold MTD as of Q1 2025.

  • Avior Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 22 Mettler-Toledo International shares in Q1 2025, an estimated $26.9K.
  • Avior Wealth Management first reported a position in Mettler-Toledo International in Q4 2017 and held it in 18 quarters.
  • Avior Wealth Management's Mettler-Toledo International position peaked at $368K in Q4 2019.
  • 812 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.